Matthew Fox, Cmt, Mba Email & Phone Number

I have a passion for helping individuals compound their wealth by managing their long-term investments in the stock market, giving my clients more time to spend with the people and activities they love.I am fortunate to have started my career as an Investment Research Analyst and Equity Portfolio Manager at Tompkins Financial Advisors, where I served as a voting member of an Investment Committee that managed more than $4 billion in assets.At Tompkins, I was responsible for building and managing investment portfolios that were utilized by more than 2,000 clients, and I helped educate a team of more than 25 financial advisors about on-goings in the stock market and what was driving investment performance.Some successes include:• Working as Lead Portfolio Manager of Core Equity and Dividend Income stock portfolios.• Outperforming the S&P 500 on a 1-yr, 3-yr, and 5-yr basis driven by active stock picking and sector allocation.• Obtaining the Chartered Market Technician (CMT) designation, which signifies extensive knowledge of technical security analysis and portfolio risk management.• Leading the drive to overhaul the investment options within Tompkins' 401(k) plan and assisting the senior leadership team with replacing high fee funds with their low fee counterparts, effectively saving the employees of Tompkins Financial millions of dollars in investment fees.• Longest serving member of the Investment Committee upon my departure to found Ithaca Wealth Management.I am now building Ithaca Wealth Management, an independent financial advisory firm that is shaking things up in the financial services industry. Ithaca Wealth Management offers investment management and financial planning services to anyone who needs it thanks to our $0 Account Minimum policy, and at a fraction of the cost of your traditional financial advisor, with a single fee that starts at less than 1%. We also offer an easy-to-use smartphone app and investment platform, named Altruist, so you can track your progress over time.Outside of the office, I enjoy rock climbing, hiking across the Fingerlakes and Adirondack regions, and cooking. I previously spent five years cooking in a number of fine dining restaurants in the NYC region, so I often like to whip up a recipe I picked up from my restaurant experience and treat my family and friends to some tasty food.If you want to chat about any of the above, or just want to connect and say hey, feel free to e-mail me at mfox@ithacawealth.com or give me a call at (607) 882-1434. You can also learn more at www.ithacawealth.com

Listed skills include Microsoft Word, Microsoft Office, Microsoft Excel, Business Planning, and 31 others.